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New year, new opportunities

Our CIOs discuss themes reshaping the investment landscape

2020 distribution & tax information available

To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.

2020 actual annual distributions are now available.

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Election 2020

2020 election resources for financial professionals

Insights and perspectives to help you serve your clients.

Outlook 2021

2021 Schwab Market Outlook

Learn what experts from the Schwab Center for Financial Research think, heading into the new year.

Schwab Market Talk

Advisors, you’ve got questions. We’ve got answers. Join our monthly webcast series to get your market and economic inquiries addressed by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

Championing investors and the professionals who serve them

At Charles Schwab Investment Management, we are committed to offering investors a straightforward lineup of core investment products and solutions at a low cost. 

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Press Releases

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced today it is expanding its lineup of fixed income strategies available to Charles Schwab & Co., Inc. (Schwab) clients with 20 Wasmer Schroeder Strategies.

Charles Schwab Investment Management, Inc. (CSIM) is monitoring the companies impacted by the Executive Order dated November 12, 2020 (Executive Order) as updated by the U.S. Department of Defense (DoD) and the U.S. Treasury’s Office of Foreign Assets Control (OFAC) and has reviewed the holdings of its client accounts, including advised mutual funds and exchange-traded funds (ETFs), against these published lists. CSIM is also consulting with the index providers to the mutual funds and ETFs.

Press Releases

Schwab Asset Management Solutions (SAMS), the asset management arm of The Charles Schwab Corporation, announced that it has been named to Pensions & Investments’ annual list of the Best Places to Work in Money Management.